Job Description
Principal Financial Group is a leading provider of group benefits, and they are seeking an Associate Client Relationship Consultant to drive business success and build meaningful client relationships. This role involves marketing group benefit solutions, managing client renewals, and enhancing the company's local brand through active participation in industry events.
Responsibilities
- Efficient marketing of Group Life, Disability, Dental, Vision, and Critical Illness solutions through financial advisors (i.e., brokers) for employer groups ranging from 3 to 499 employees
- Enhance networks, relationships, and Principal Financial Group's local brand through active participation in associations, industry groups, advisor events, etc
- Growing and retaining a block of group clients in a region through expert renewal analysis and negotiation, collaboratively selling additional products and service, enrolling clients in employer-paid and voluntary products and assisting brokers and employers groups with sophisticated service issues
Skills
- BS or BA degree or 8 years of equivalent experience
- 0+ years of professional experience
- Life & Health insurance license required within 90 days of hire with appointment in the state of residence
- Must have excellent persuasion, organizational, problem-solving, decision-making, time management, presentation, listening, oral and written communication skills, as well as analytical skills
- Advanced math skills required with basic skills related to graphs, symbols, equations, etc
- Must be able to maintain accuracy while being detail oriented
- Ability to maintain confidentiality is essential
- May spend a minimum of 15-25% of time out of the office in face-to-face contact with customers and brokers, including overnight stays
Benefits
- Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period.
- Pension Eligible
Company Overview
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